Financial Planner

BMO; Markham; On-site; CAD 55,000; Full time

Job summary

A leading financial institution in Ontario is seeking a Financial Planner to provide expert financial and investment advice. You will engage with clients, implementing business development strategies to grow their portfolios. The ideal candidate will have 3-5 years of experience and a relevant degree. This role offers a salary starting at $55,000 with additional commission potential, along with a comprehensive benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement plans

Qualifications

• 3-5 years of relevant experience required.
• Must meet licensing and registration requirements for a Financial Planner.
• In-depth knowledge of the financial industry.

Responsibilities

• Provide financial and investment planning advice.
• Determine client needs and offer solutions.
• Engage with customers to assess needs and grow loyalty.
• Implement business development strategies.
• Build relationships to generate referrals.
• Support achievement of sales targets.

Skills

Communication skills

Analytical skills

Collaboration skills

Influence skills

Education

Post-secondary degree or equivalent

Job description

Join to apply for the Financial Planner role at BMO.

5 days ago Be among the first 25 applicants.

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

Responsibilities include:

• Providing financial and investment planning and advice in the best interests of the customer.
• Determining client needs and offering solutions through sales of managed products and services (e.g., mutual funds, retirement plans).
• Engaging proactively with new and existing customers to assess needs, grow loyalty, and identify opportunities.
• Implementing business development strategies to acquire new business.
• Building relationships within the community and generating referrals for banking products.
• Supporting achievement of sales and performance targets.
• Developing and executing relationship management plans.
• Responding to customer investment requests and referring to partners when appropriate.
• Staying current with industry knowledge and trends.

Qualifications:

• Typically 3-5 years of relevant experience and a post-secondary degree or equivalent.
• Must meet licensing and registration requirements for a Financial Planner in the province or territory.
• In-depth knowledge of the financial industry, excellent communication, collaboration, analytical, and influence skills.

Starting salary is $55,000 plus upward commission potential.

Salary range: $45,500 - $84,500.

Pay type: Salaried & Commission.

BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement plans. For more details, visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us:

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We aim to create lasting, positive change for our customers, communities, and employees.

We support your growth with training, coaching, and development opportunities. Learn more at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request.

Note to Recruiters: BMO does not accept unsolicited resumes without a formal agreement. Resumes sent unsolicited will be considered property of BMO.